1. PTF for the PS Admin A PTF Overview for the PeopleSoft Administrator
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Kyle Benson
PeopleSoft Administrator
Hennepin County

2. Presenter @psa_io Kyle Benson PeopleSoft for 10 years
Developer > Sys Admin > Jr. DBA > DevOps Dude > ?
Help run psadmin.io and PeopleSoft Administrator Podcast
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3. Hennepin County @psa_io Largest county in MN Minneapolis county seat
~8,000 employees
Budget $1.9 billion
PeopleSoft
PeopleTools 8.54 > 8.55 in progress
FSCM, HCM, ELM 9.2, Interaction Hub Image 4 in progress
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4. Agenda @psa_io PTF Technical Overview
Tips for Deploying and Maintaining PTF
Going the extra mile
Put your PTF on Phire
PTF pie in the sky
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5. PTF Technical Overview
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6. PTF Technical Overview
Selenium
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7. PTF Technical Overview
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8. PTF Technical Overview
Set up Integration Broker
Set up Security
Set up Web Profile
Define PTF Configuration Options
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9. PTF Technical Overview - IB
Normal Gateway setup
Include PTF asset database node
ANONYMOUS node default user needs PTF User role
Make sure all PTTST* service operations are active and working.
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10. PTF Technical Overview - Security
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11. PTF Technical Overview – Web Profile
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12. PTF Technical Overview - Config
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13. @psa_io

14. Deploying - Client @psa_io
Don’t use primary desktops for Client install
VM with Terminal Services
VDI
Dedicated testing machines
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15. Deploying - Client @psa_io Install name changed in 8.55.08
PS_HOME/setup/PsTestFramework/installTestFramework.exe
Install from command line
cd %PS_HOME%\setup\PsTestFramework.
installTestFramework.exe /s /f1"%PS_HOME%\setup\PsTestFramework\response-file.txt”
Uninstall from command line
installTestFramework.exe /s /f1"%PS_HOME%\setup\PsTestFramework\uninstall-silent-response.txt"
Uninstall and Install a new instance of PTF
setup.bat
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16. Deploying - Client @psa_io
PIA address needs to be in browser trusted zone
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17. Deploying - SSL @psa_io Client will always try and use `https`
To turn off validation, activate Service Operation `PTTST_CONFIG_NO_SSL`
Issues behind load balancer and SSL termination
Issues in lower environments with no SSL
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18. Deploying - SSL @psa_io Manually set all `PTTST_*` service operations
Create an ACM Plugin?
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19. Deploying – Dedicated DB
Use a dedicated database to store PTF assets
Phire
SYS DB Interaction Hub
We are using a single DB
PTF development life cycle is managed via folders
Use the same database for Performance and Usage monitor data
We use a centralized development IB gateway
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20. Maintaining - Migration
For the most part, not needed
App Designer/Phire can migrate some assets
Tests
Test Cases
DMS or ADS needed for others
Execution Options
Logs
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21. Maintaining - Migration
Manage AD projects from PTF Client
Create new Application Designer projects.
Open existing Application Designer projects.
Insert tests into Application Designer projects.
Remove tests from Application Designer projects.
Set the upgrade action type within Application Designer projects.
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22. Maintaining - App Maintenance
Tests will need reworking
Use Maintenance Report to identify post applying Change Packages
Upload test data into Test Repository on PUM Dashboard
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23. Maintaining – Test Repository
It is not necessary to use PTF in order to use the test repository.
Test impact is calculated based on components.
PTF Tests
CA identifies all Components associated with Test
Components
Create Projects that contain Components. “Test name” is the Project name.
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24. Maintaining - Tools Maintenance
If using dedicated DB, need to match tools release
Start with this environment when patching, upgrading
Don’t forget about IB gateway you are using, as well.
Test assets will be upgraded via Client automatically
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25. @psa_io

26. Extra - Usage Monitor @psa_io
By default, PTF only tracks PT object usage of type:
Menu, Component, Page, Record, Field
For PeopleCode, etc you will need Usage Monitor
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27. Extra - Usage Monitor @psa_io Start recording
In the browser, select Usage Monitoring
The Test Data page appears
Enter Test Name and Test Case.
Click Start test.
Record the test steps.
When finished, return to the Usage Monitoring page and select Stop Test.
In the PTF Recorder click the Stop Recording icon.
Note: Your PTF environment and the application you are testing must be on the same database
Note: The manual steps of starting and stopping the Usage Monitor are included here during the recording process to capture them in the PTF test. PTF does not have to be in record mode to generate Usage Monitor data.
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28. Extra - Usage Monitor
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29. Extra - Usage Monitor @psa_io
Can we add Usage Monitor capturing after the fact?
My idea
Record the Usage Monitor “Start Test” and “Stop Test” tasks as a Library Test
Insert these into existing Tests and pass the Test and Test Case names as variables.
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30. Extra - Batch Runs @psa_io Run Test from command line
PsTestFw -CS=rtdc79637vmc:8643 -CNO=PT_LOCAL -PS=ProxyServer:2345 -PU=mydomain\username -PP=pwd123 -CO=VP1 -CP=VP1 -TST=TEST_CMD_LINE -TC=DEFAULT -PFX=Prefix -EXO=QE851_No_Folder -LOG=my_run_log
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31. Extra - Batch Runs @psa_io
Can we schedule a batch of Tests to be run, versus manually running them?
Create a script to accept a list of tests, then kick off individually
Use Scheduled Tasks to run scripts
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32. Extra - Reports
Custom Reports
Upload data into PUM
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33. Extra – Repeatable Tests
Query Based Tests
Manually done 8.55 and below
Delivered method in 8.56
“Oracle” Method
A “staged” testing environment to refresh from
Create copy of DB > Run PTF Scripts > Review > Destroy DB
Snapshot(Dataguard) Method
Standby DB > Snapshot > Run PTF Scripts > Review > Revert to Physical
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34. @psa_io

35. PTF on Phire @psa_io Use Phire as your PTF database
Put Phire node in your Gateway
Connect to Phire at PTF Client login
All PTF assets will be stored in Phire
Don’t worry about refreshes
Leverage Phire version control for assets
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36. PTF on Phire
Create coverage report based off of Change Requests
Delivered coverage report compares against Project items
Clone delivered and replace Project items with CR items
Need a view to cross walk Project item type with CR item type
Would work best if assets in Phire, but possible with Phire DB links?
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37. PTF on Phire @psa_io Create Test Plan tab on CR component
Execute Test Plan
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38. @psa_io

39. PTF pie in the sky @psa_io Use Phire as PTF Environment
Fully configure Usage Monitor
Create “Usage Monitor” Library Test, add to all Tests
Implement PTF PowerShell module
Setup Scheduled and Adhoc Batch runs
Create Phire CR coverage report
Create Test Plan tab on Phire CRs
Show coverage
Execute Adhoc Batch runs
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40. 100470
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